Insights Portal

Energy tablet app. Customer Experience Platform (CXP). Company project (UK), 2015 – 2016.

    • Business context: energy tablet app (B2B) in the utilities sector.
    • Company: ONZO.
    • My role: manage the whole project (lead designer).
    • Goal: target customers to help reduce peak demand.
    • Target audience: partners (global senior decision-makers).
    • Competitive review: UK energy suppliers.
    • Approach: transform big data into valuable segmentation.

    • insights portal home 2
    • insights portal home 3

This tablet app has full access to the energy-use information to identify users’ needs, optimizing both individualized insights and connected interactions to improve business operations. In addition, it combines data from household smart meters and other sources to understand why each home uses energy in the way that it does.

insight portal sketches

We designed two sections and Demand Response is the first one, using residential behavioral response to reduce network outages.
A heat map of London identifies the “hot” parts of the network at different times of day, using historical data to predict the peaks for the immediate future. Customers can be targeted where there is a danger of demand exceeding capacity to supply.

    • insights portal - demand response 1a
    • insights portal - demand response 1b

The insights analysis automatically segments a group of customers, and the biggest group is typically those who have low impact to help (no action). The remaining customer segmentation includes different characteristics detected in the energy signal, so the platform sends different messages to each group type to deliver usage reduction.

    • insights portal - demand response 2a
    • insights portal - demand response 2b
    • insights portal - demand response 2c

Tariff Optimisation identifies the tariff that is best for both customer and utility. Therefore, insights allow to find out which customers would benefit from a different tariff, either directly, or with an acceptable amount of behavioral change.

insights portal - tariff optimization 1a

Bottom navigation bar (left to right):

    • The Existing tariffs help identify if time-of-use tariffs are having an effect on customer behavior.
    • The Simple Recommender segments customers who would benefit from being on a different tariff.
    • The Behavioural Change applies more sophisticated analysis to identify those customers who would benefit from a different tariff.
    • Optimiser: the customer segmentation is carried out automatically and appropriate messages generated depending on the best action.

    • insights portal – tariff-optimisation 1b
    • insights portal – tariff-optimisation 1c

Finally, recommended actions based on what the achievable behavioral response is for each home. It is worth highlighting two key points: 1. Positively engage with customers – be their trusted advisor; 2. Drive widespread, sustained behavioral change that suits the available supply profile of generational assets.

    • insights portal - tariff optimization 2a
    • insights portal – tariff optimisation 2b

As a result, we gained equity funding from new investors as well as new customers, improving company profits. A high-fidelity prototype that looks and works like the real app is displayed below (50% zoom level for a proper view):